8.2 How to add a new contact?

This page is a step by step breakdown on how to add a new contact into the system. To learn how to import contacts by the bulk, follow this link here.

Where can I find the button to add a new contact?

The button to add a new contact is the blue “Add Contact” button is located on the top right of the page, highlighted in orange in the picture below.

Step 1

Click on the blue “Add Contact” button. Once you have clicked on the button, it will redirect you to a new page.

Step 2

Enter all the details of the contact you are adding to the system. You can design the form to add and remove details to suit your company needs. You can learn how to do so by following this link here. The link will take you to the form builder article to learn more about the system’s form builder tool.

Step 3

After you have entered all the details correctly, click on the blue “Save” button, highlighted in orange in the picture below to save the changes.